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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $535,421 | $124,425+330.3% | $112,040+377.9% | $137,256+290.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.85% | 24.72%-15.9pp | 24.52%-15.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $8,550 | $3,411+150.6% | $2,954+189.4% | $4,156+105.7% |
| Participant deferral / active EE | $8,550 | $5,718+49.5% | $5,098+67.7% | $6,407+33.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |